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Who we are

Comprehensive Retirement Planning and Advice

Plan Smart. Retire Right.

Bravias Financial is an independent financial planning firm focused on retirement planning, insurance planning and investment management. Over the years, we have helped our clients succeed by providing them with comprehensive, unbiased advice relating to all aspects of their personal financial situations.

Saving for retirement is only half the challenge. Developing a plan to help make your retirement money last a lifetime is the other half. Whether your goals include planning for retirement, growing your wealth, developing income strategies, or managing risk better, designing the right approach is one of the most important steps you can take toward successfully reaching your goals. At Bravias Financial, we will help you plan for a secure financial future by implementing common sense strategies tailored to your unique circumstances, and help you get from here to there.

We are fully invested in your success – today and always!

Places We've Been Seen

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Our Services

Comprehensive Financial Solutions

Retirement Planning

The amount you need in retirement could depend on the age you plan to retire, your desired lifestyle, the rate of return that you need to earn on your investments, your life expectancy, etc. learn more ›

Insurance Planning

A sound financial plan should consider the insurance coverage you and your family members may need. Proper insurance planning can protect you and your family from the unexpected. learn more ›

Portfolio Management

Protecting wealth can often be as difficult as creating it. With AlphaStar Capital Management, our team at Bravias provides portfolio management services for individuals and businesses. learn more ›

Estate Planning

A well-constructed strategy can help address your specific estate planning needs. Bravias Financial can create and implement a comprehensive estate plan to help protect your legacy. learn more ›

Federal Benefits & Retirement Analysis

Complimentary Retirement Report

As Federal benefits and retirement specialists, Bravias Financial has the unique knowledge and understanding of the complexities of your FERS or CSRS benefits. Everyday, we help Federal and Postal employees like you maximize their benefits by planning and preparing for the retirement lifestyle they have worked so hard to achieve. Equally as important, we help them avoid potentially devastating mistakes or elections that could cost thousands of dollars over the course of their retirement.

Want to learn how you can request your FREE, personal Federal Benefits & Retirement Analysis?

Retirement Planning for Federal Employees

PORTFOLIO CHECKUP

CHECK THE "HEALTH" OF YOUR RETIREMENT PLAN

In investing, as in life, you can count on several constants: things change, markets shift, strategies evolve, and your life goes on. These forces can change your portfolio, as well as your goals for it. So it can be important to perform regular checkups to assess your strategy, asset allocation, and individual holdings in light of your plans for the future.

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Complimentary Portfolio Checkup

RETIREMENT ANALYSIS

PROFESSIONAL CUSTOMIZED FINANCIAL ANALYSIS

Just as your life has likely been nothing like your parents’, your retirement probably won’t be either. It used to be simple; sign up for Social Security, collect your pension, and sit back and enjoy the ride. You’ll likely live longer and have to rely more on what you’ve saved for income. And that means you may need to ensure your income and savings can last in retirement.